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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,647 | $99,079+81.3% | $78,002+130.3% | $273,972-34.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -0.94% | 217.93%-218.9pp | 425.99%-426.9pp | 41.46%-42.4pp |
| Employer contribution / active EE | $1,256 | $3,308-62.0% | $2,470-49.1% | $4,869-74.2% |
| Participant deferral / active EE | $2,242 | $4,306-47.9% | $3,497-35.9% | $5,287-57.6% |
| Admin fee / account holder | $4 | $8,954-100.0% | $5,481-99.9% | $10,133-100.0% |